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To: Z Analyzer who wrote (6518)	6/6/1999 12:35:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Well, they got $28 million from CPQ. HMT announced a contract with them a month or two ago. They also announced, I believe, a contract with someone in China to do assembly, though I can't recall who. There have been little drips and drabs of info appearing hither and yon. But is this market big enough for both them and Samsung?

To: Z Analyzer who wrote (6518)	6/6/1999 4:59:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

So can we get some discussion/WAGs on what people think about the effect of Barrons' comments on QNTM? We don't have to discuss the content of the article, since we have saying the same stuff here for who knows how long now, at least 2 years or so since Z first raised it. I'll start. It'll give a boost to the stock of a couple of points in the next week or so, maybe back up to 22 or so, then the stock fades back down to 19 or 20 until more definitive news happens. The market hasn't paid attention to QNTM as a tape stock yet, I don't see why the article will change that in the short term, especially with the uncertainties of the SDLT transition still ahead of us.